Trust For Edward Everett Hale Memorial in Providence, Rhode Island (RI)
Table of contents:
- Overview
- Detailed Reports
- Analysis of Revenue and Expenses
- Balance Sheets
- Capital Gains and Losses for Tax on Investment Income
- Excise Tax Based on Investment Income
- Statements Regarding Activities
- Statements Regarding Activities for Which Form 4720 May Be Required
- Minimum Investment Return
- Distributable Amount
- Undistributed Income
- Private Operating Foundations
- Other organizations in Rhode Island
Trust For Edward Everett Hale Memorial | |
Employer Identification Number (EIN) | 046024428 |
Name of Organization | Trust For Edward Everett Hale Memorial |
In Care of Name | Bank Of America Ttee |
Address | PO BOX 1802, Providence, RI 02901-1802 |
Activities | "Unspecified" |
Subsection | Charitable Organization |
Ruling Date | 05/1973 |
Deductibility | Contributions are deductible |
Foundation | Private non-operating foundation |
Organization | Trust |
Exempt Organization Status | Unconditional Exemption |
Tax Period | 12/2014 |
Assets | $500,000 to $999,999 |
Income | $500,000 to $999,999 |
Filing Requirement | 990 - Not required to file (all other) |
Asset Amount | $624,624 |
Amount of Income | $689,363 |
Form 990 Revenue Amount | $42,414 |
Non-representatives - add comments:
Revenue for 2012
Expenses for 2012
Assets for 2012
Analysis of Revenue and Expenses (for 2012) | ||||
Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
---|---|---|---|---|
Total revenue | $55,775 | $55,734 | $0 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $0 | |||
Dividends and interest from securities | $14,042 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $14 | |||
Other | $41,719 | |||
Total expenses and disbursements | $27,688 | $4,706 | $0 | $21,882 |
Compensation of officers, directors, trustees, etc. | $7,477 | |||
Total operating and administrative expenses | $9,732 | $4,706 | $3,926 | |
Contributions, gifts, grants paid | $17,956 | |||
Excess of revenue over expenses and disbursements | $28,087 | |||
Net investment income | $51,028 | |||
Adjusted net income | $0 |
Balance Sheets (for 2012) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $563,752 | $555,238 |
Cash - non-interest-bearing | $0 | |
Investments-U.S. and state government obligations | $0 | |
Investments-corporate stock | $541,721 | |
Investments-corporate bonds | $0 | |
Investments-mortgage loans | $0 | |
Investments-other | $13,912 | |
Other | $8,119 | |
Total liabilities | $0 | |
Total liabilities and net assets/fund balances | $563,752 |
Capital Gains and Losses for Tax on Investment Income (for 2012) | |
Capital gain net income | $41,719 |
Net capital loss | $0 |
Excise Tax Based on Investment Income (for 2012) | |
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
Tax based on investment income | $1,021 |
Total credits and payments | $756 |
2012 estimated tax payments and 2011 overpayment credited to 2012 | $756 |
Exempt foreign organizations-tax withheld at source | $0 |
Tax paid with application for extension of time to file (Form 8868) | $0 |
Backup withholding erroneously withheld | $0 |
Any penalty for underpayment of estimated tax | $0 |
Tax due | $265 |
Overpayment | $0 |
Amount to be credited to 2013 estimated tax | $0 |
Statements Regarding Activities (for 2012) | |
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign? | No |
Was there a liquidation, termination, dissolution, or substantial contraction during the year? | No |
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2012 or the taxable year beginning in 2012? | No |
Statements Regarding Activities for Which Form 4720 May Be Required (for 2012) | |
During the year did the foundation (either directly or indirectly): | |
Engage in the sale or exchange, or leasing of property with a disqualified person? | No |
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person? | No |
Furnish goods, services, or facilities to (or accept them from) a disqualified person? | No |
Pay compensation to, or pay or reimburse the expenses of, a disqualified person? | Yes |
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)? | No |
Agree to pay money or property to a government official? | No |
At the end of tax year 2012, did the foundation have any undistributed income for tax year(s) beginning before 2012? | No |
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year? | No |
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes? | No |
During the year did the foundation pay or incur any amount to: | |
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? | No |
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive? | No |
Provide a grant to an individual for travel, study, or other similar purposes? | No |
Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)? | No |
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals? | No |
Minimum Investment Return (for 2012) | |
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $546,967 |
Net value of noncharitable-use assets | $538,760 |
Minimum investment return | $26,938 |
Distributable Amount (for 2012) | |
Distributable amount | $25,917 |
Undistributed Income (for 2012) | |
Distributable amount for 2012 | $25,917 |
Undistributed income for 2012. This amount must be distributed in 2013 | $10,318 |
Private Operating Foundations (for 2012) | |||||
2012 | 2011 | 2010 | 2009 | Total | |
---|---|---|---|---|---|
The lesser of the adjusted net income or the minimum investment return | $0 | $0 | $0 | $0 | $0 |
Qualifying distributions made directly for active conduct of exempt activities | $0 | $0 | $0 | $0 | $0 |
Value of all assets | $0 | $0 | $0 | $0 | $0 |
Value of assets qualifying under section 4942(j)(3)(B)(i) | $0 | $0 | $0 | $0 | $0 |
2/3 of minimum investment return | $0 | $0 | $0 | $0 | $0 |
Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) | $0 | $0 | $0 | $0 | $0 |
Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii) | $0 | $0 | $0 | $0 | $0 |
Gross investment income | $0 | $0 | $0 | $0 | $0 |
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Other organizations in Rhode Island | |||||
Id | Name | Address | State | Established | Total Income |
---|---|---|---|---|---|
1 | Tru/A Henry L & Nellie E Blakeslee For Scholarships | PO BOX 1802, Providence, RI 02901-1802 | RI | 1957-07 | $575,776 |
2 | Tru/W Margaret W Leighton | PO BOX 1802, Providence, RI 02901-1802 | RI | 1973-05 | $75,825 |
3 | Truman S Lewis Tr Uw For Selina Marie Lewis Mem Home Pd | PO BOX 1802, Providence, RI 02901-1802 | RI | $256,073 | |
4 | Trumpet Of Faith Pentecostal Church Inc | 296 Chad Brown St, Providence, RI 02908-3112 | RI | 2003-08 | $89,965 |
5 | Trust 163 Uw Elizabeth R Stevens | PO BOX 1802, Providence, RI 02901-1802 | RI | 1971-10 | $83,587 |
6 | Trust Agreement For Post-Retirement Medical Plan For Union Employees O, Cntrl Me Pwr Co Union Rete Med Veba | PO BOX 1802, Providence, RI 02901-1802 | RI | 1998-12 | $11,575,338 |
7 | Trust Agreement For The Death Benefit Plan For Retired Employees, Ctrl Me Pwr Co Union Rete Med Veba | PO BOX 1802, Providence, RI 02901-1802 | RI | 1998-12 | $830,129 |
8 | Trust Agreement For The Post- Retirement Medical Plan For Non-, Ctrl Me Pwr Co Non-Uni Ret Med Veba | PO BOX 1802, Providence, RI 02901-1802 | RI | 1998-12 | $4,926,375 |
9 | Trust Agreement For Welfare Benefit Plans Of Central Maine Power | PO BOX 1802, Providence, RI 02901-1802 | RI | 1998-06 | $14 |
10 | Trust Arthur J Connor Fbo Rockingham County Ymca P 15 | PO BOX 1802, Providence, RI 02901-1802 | RI | $51,349 | |
11 | Trust For Edward Everett Hale Memorial | PO BOX 1802, Providence, RI 02901-1802 | RI | 1973-05 | $689,363 |
12 | Trust U W Charles H Douglas T2988 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $196,748 |
13 | Trust U W O Frances A Deblois | PO BOX 1802, Providence, RI 02901-1802 | RI | 1979-05 | $126,586 |
14 | Trust U-D Lucienne A Doyle | PO BOX 1802, Providence, RI 02901-1802 | RI | 1988-10 | $213,258 |
15 | Trust U-D William Harrington | PO BOX 1802, Providence, RI 02901-1802 | RI | 1978-01 | $157,672 |
16 | Trust U-W Milford Bliss | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $145,165 |
17 | Trust U-W William Brigham, South Shore Bank | PO BOX 1802, Providence, RI 02901-1802 | RI | 1975-04 | $84,756 |
18 | Trust U/A 1969 Ellice Mack Endicott 3-2341 | PO BOX 1802, Providence, RI 02901-1802 | RI | 1976-09 | $3,600,366 |
19 | Trust U/A George A Dix | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $520,354 |
20 | Trust U/A Lewis A Dibble For Congregational Church Of Naugatuck | PO BOX 1802, Providence, RI 02901-1802 | RI | 1970-12 | $81,511 |
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